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2019/04/12 / Erste Group Research

Equity Weekly


Die globalen Aktienmärkte tendierten letzte Woche seitwärts. Die meisten Indizes notierten wenig verändert. Der S&P 500 stieg um +0,3%, der europäische Leitindex fiel um -0.2%, der Nikkei 225 fiel um -0,1%.

Aktien sollten sich mittelfristig weiter positiv entwickeln. Der in den letzten Monaten sehr stark ausgeprägte Aufwärtstrend wird sich höchst-wahrscheinlich deutlich verlangsamen. Das ist angesichts der in diesem Jahr stark angestiegenen Aktienmärkte sehr realistisch.

In der kommenden Woche geht die US-Berichtssaison voll los. Die wichtigsten Großbanken werden über ihre Geschäftsentwicklung berichten. Wir erwarten eine moderate Aufwärtsbewegung der globalen Indizes.

Der ATX schloss in einem gemischten Börsenumfeld diese Woche 1,6% höher und markierte neue Jahreshöchststände. Die schwer gewichteten Banken, allen voran die Erste Group, schoben dabei den Index an. Der Brexit-Aufschub um ein halbes Jahr sorgte für Erleichterung an den Märkten. Die EZB-Entscheidung zu unveränderten Leitzinsen und steigende Risiken für eine Wachstumsverlangsamung bremsten jedoch die Stimmung.

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General information

AuthorErste Group Research
Date2019/04/12
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusFinancial Services, Food & Beverage, Oil & Gas, Real Estate, Technology
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